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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,044 | $52,450-82.8% | $129,384-93.0% | $74,459-87.9% |
| Participation rate | 48.1% | 53.8%-5.8pp | 69.6%-21.6pp | 67.2%-19.2pp |
| Annual return | 14.29% | 15.65%-1.4pp | 9461.77%-9447.5pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $636 | $1,532-58.5% | $4,153-84.7% | $2,626-75.8% |
| Participant deferral / active EE | $706 | $2,797-74.8% | $4,166-83.1% | $4,350-83.8% |
| Admin fee / account holder | $2,014 | $2,636-23.6% | $7,686-73.8% | $1,945+3.5% |